Depends on market performance, caps and participation. Will not lose value

Generally, income payouts are lower than comparable investment in Immediate Annuity, but retain access to principal.

How Does This Compare to Other Safe Investments?

More profitable than Treasuries, Munis, and Bonds, without principal risk

More profitable than Income Rider-type annuities

More profitable than CD's

Less profitable than direct equity investments, but includes some guarantees

Less profitable than direct investment in index, but has no risk of loss

Better Account appreciation than Immediate Annuities, Possibly less income than immediate annuities

Longevity Attributes of Various Annuities

LONGEVITY ATTRIBUTES

SECONDARY MARKET ANNUITIES

IMMEDIATE ANNUITIES

FIXED ANNUITIES

VARIABLE ANNUITIES

INDEX ANNUITIES

HYBRID INCOME ANNUITIES

Will this last as long as I Live?

Payments are for fixed term.

Yes. Income for Life

Yes- Although, FA are used primarily for appreciation.

Yes, however account value may go down with Markets

Yes.

Yes. Lifetime Income Options Available

What happens to my spouse?

Payments are absolute and follow the terms of your will.

Income will pass to spouse if Joint Life option is selected

Asset will pass per the terms of your will

Asset will pass per the terms of your will

Asset will pass per the terms of your will

Income will pass to spouse if Joint Life option is selected

What happens to my heirs?

Payments are absolute and follow the terms of your will.

Generally payments stop, however period certain options may apply.

Asset will pass per the terms of your will

Asset will pass per the terms of your will

Asset will pass per the terms of your will

Remaining Asset value will pass per the terms of your will.

Author

Nathaniel

Nathaniel M. Pulsifer is a retirement income expert who builds plans for clients that produce financial freedom and security, and that work even when the markets tank. His clients enjoy their retirement with income annuities that offer the optimal combination of Safety, Flexibility, Profitability, and Longevity specific to their needs.

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